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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,134 | $150,442-36.1% | $136,295-29.5% | $147,585-34.9% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 10.64% | 1049.09%-1038.4pp | 5155.97%-5145.3pp | 578.56%-567.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,851 | $6,630+154.1% | $6,247+169.7% | $5,439+209.8% |
| Admin fee / account holder | $5,769 | $10,905-47.1% | $9,243-37.6% | $10,885-47.0% |